RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Bass And Bell, Inc.
RIALittle Rock, AR
AUM $1BTEAM 6REPS 6
Thayer Street Partners Management, LLC
RIANew York, NY
AUM $1BTEAM 8REPS 2
Perryman Financial Advisory, Inc.
RIADallas, TX
AUM $1BTEAM 8REPS 8
Alpha Omega Wealth Management, LLC
RIARichmond, VA
AUM $1BTEAM 9REPS 9
Stanley-Laman Group Ltd.
RIABerwyn, PA
AUM $1BTEAM 24REPS 3
Capital Investment Counsel Inc
RIARaleigh, NC
AUM $1BTEAM 11REPS 6
SAW Mill Capital L.L.C.
RIABriarcliff Manor, NY
AUM $1BTEAM 25REPS 2
Pettyjohn, Wood & White, Inc.
RIALynchburg, VA
AUM $1BTEAM 6REPS 8
Huron Capital Partners LLC
RIADetroit, MI
AUM $1BTEAM 16REPS 3
Wedbush Fund Advisers, LLC
RIAPasadena, CA
AUM $1BTEAM 5REPS 4
Centricus Investment Advisors (US) LLC
RIABeverly Hills, CA
AUM $1BTEAM 20REPS 0
Soundwatch Capital, LLC
RIADallas, TX
AUM $1BTEAM 5REPS 3
Northstar Capital
RIAMinneapolis, MN
AUM $1BTEAM 17REPS 4
Greatmark Investment Partners, Inc.
RIAColumbus, GA
AUM $1BTEAM 7REPS 4
Zevin Asset Management, LLC
RIABoston, MA
AUM $1BTEAM 15REPS 7
Alpine Grove Partners LLP
RIANew York, NY
AUM $1BTEAM 21REPS 6
WM Partners, LP
RIAAventura, FL
AUM $1BTEAM 24REPS 8
Newbrook Capital Advisors LP
RIANew York, NY
AUM $1BTEAM 6REPS 2
Asset Allocation Strategies, LLC
RIAFarmington, MI
AUM $1BTEAM 45REPS 44
Breakwater Capital Group
RIAParamus, NJ
AUM $1BTEAM 4REPS 4
36 South Capital Advisors LLP
RIALondon
AUM $1BTEAM 24REPS 5
Mg&A Wealth
RIAPlantation, FL
AUM $1BTEAM 15REPS 9
Mcd-Kissner Gp, LLC
RIAOverland Park, KS
AUM $1BTEAM 5REPS 2
Edge Natural Resources LLC
RIADallas, TX
AUM $1BTEAM 14REPS 4
Other AUM ranges
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